Sam Mejia, Cpa Email & Phone Number

Subject matter expert for insurance investment operations which include all facets of the trade life cycle from point of origination to conclusion. Proactive in understanding key trends towards new product types including bank loans, complex derivatives, and Schedule BA assets and new services to support these initiatives. For example, led efforts to develop capability towards SII initiatives as related to investments for EMEA clients for key strategic client win.Sam has extensive hands-on experience from working with and running the back office and operations area for ITT's insurance and finance operations. This includes installing and supporting ERP systems and investment and treasury software solutions.He has worked also as a project manager and supported the sales efforts at Princeton Financial. Finally he moved into a consultative sales role at various financial firms working with middle managers to C-levels. Sam has over 15 years working with some of the largest financial firms in areas of accounting, capital markets and operations. He has extensive knowledge of insurance companies, pension plans, state government and some Federal, investment management firms including alternative managers and hedge funds, family offices and finally corporate treasury. Sam was the lead insurance business development for SS&C during his career helping in the delivery of reporting and analytic which include performance measurement & attribution, VaR ex-ante and ex-post risk, compliance and reconciliation.Some of his key expertise areas relate to the following:CPA - Investment Accounting and Insurance - regulatory framework Project Management - investments systemsConsultative Selling and Assisting in the Review of Mission Critical SystemsSolvency II and IFRS for Investment Accounting/ReportingClient ManagementSpecialties: Insurance and Finanical Services (Investments); accounting, treasury and financial systems

Listed skills include Investments, Financial Services, Insurance, Accounting, and 12 others.